Financial Planner

VirtualVocations
Beaumont, Texas, United States
Full-time
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A company is looking for a Financial Planner.Key Responsibilities : Create customized financial plans tailored to members' goalsDevelop and maintain strong relationships with members through various communication channelsMaintain a deep understanding of the company's offerings and tools while ensuring compliance with industry regulationsRequired Qualifications : Minimum of 5 years of experience as a Certified Financial Planner (CFP)Ability to provide holistic financial adviceExperience in remote, online financial advisingFamiliarity with compliance and regulatory standards in the financial services industry

3 days ago
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